Practice management

Jumping outside the box; PWM joins Q Wealth's partnership model

How Q Wealth's strategic alliances with top advisories like PWM Private Wealth Counsel are setting new standards for independent wealth management

Jumping outside the box; PWM joins Q Wealth's partnership model

Over 4 in 10 managers hope AI can replace their teams

New survey confirms employees' job insecurity fears amid AI integration

Over 4 in 10 managers hope AI can replace their teams

57% of Canadians value tax planning, few act on it

IG Wealth Management study uncovers a gap between understanding and action in financial planning

57% of Canadians value tax planning, few act on it

Helping ultra-high-net-worth Canadian families from Miami

Ontario native reflects on career at UBS and her desire to invest in next generation of women advisors

Helping ultra-high-net-worth Canadian families from Miami

How are FIs doing with digital transformation?

Report finds a widening gap between the leaders and the laggards

How are FIs doing with digital transformation?

Let's talk about putting cash to work!

Head of ETF strategy at Franklin Templeton, Alex Lee, on how the new market cycle takes cash off the sidelines

Let's talk about putting cash to work!